Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 2042 of 2042

10 VOTE

Show actual time on calendar with red line

Adding a line on the calendar would be helpful to display the actual time. Many times, as a receptionist, I pull up different pages on Theranest and go back to the calendar, taking a few seconds to search the page for the correct appointments sche...

Guest almost 5 years ago in Calendar & Scheduling 3 Future consideration

8 VOTE

Don't display fields I haven't filled in on initial assessment

On the initial assessment, there are certain fields that have a drop-down selection before a text box (i.e., Is Client Appropriate For Agency Services?, Special Needs Of Client, Contract/Safety Plan, Cultural Variables?, and Educational Or Vocatio...

Guest almost 4 years ago in Notes & Cases 3 Future consideration

9 VOTE

Don't allow me to invoice upcoming appointments

Don't allow me to invoice upcoming appointments as this can lead to incorrect charges if the invoice is created and the client doesn't keep the appointment.

Robin Stone over 4 years ago in Billing & Payments 2 Future consideration

2 VOTE

Add DSM criteria to presenting problem in the initial assessment

It would be great to have diagnostic software that would have the DSM criteria for diagnoses that you could click on and it would upload it to the presenting problem area.

Guest 12 months ago in Notes & Cases 0 Future consideration

6 VOTE

Co-sign contact log entries

As a supervisor, allow me to co-sign contact log entries.

Guest almost 3 years ago in Notes & Cases 2 Future consideration

6 VOTE

Send appointment reminders in other languages

Have the client receive the appointment reminder in the language that's identified in their client details.

Guest almost 3 years ago in Messaging & Notifications 1 Future consideration

3 VOTE

Allow admins to receive all authorization reminders

As an admin, allow me to receive all authorization reminders without having to assign myself to each client.

Guest over 1 year ago in Billing & Payments 1 Future consideration

12 VOTE

Move existing progress note to a different case

Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.

Guest almost 6 years ago in Notes & Cases 5 Future consideration

8 VOTE

Report on billing transactions per client

Allow me to run a report that will display all the billing transactions per client.

Guest almost 4 years ago in Reporting 2 Future consideration

4 VOTE

Restrict staff from downloading clinical documents

Allow me to restrict staff members from downloading clinical documents.

Thomas The Test Engine almost 2 years ago in Practice Management & Administration 1 Future consideration

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